Commonly Asked Questions & Retirement Savings Strategies: Relationship Manager Insights

Join Retirement Solution Group’s expert team for Commonly Asked Questions & Retirement Savings Strategies: Relationship Manager Insights.  This 45 minute webinar is designed to help SMB employees maximize their 401(k) retirement plan  in Q4 2025. This engaging roundtable answers critical retirement savings questions through real and relatable stories and practical advice tailored to Gen Z through Boomers. Attendees will gain actionable strategies to boost their savings and secure their financial future.

What You’ll Get:

• Learn how to start or restart saving in your employer plan before the December 31, 2025, deadline to leverage compounding and employer matches.
• Discover how to prioritize retirement savings alongside Q4 financial demands like debt or holiday spending, balancing goals across life stages.
• Understand pre-tax vs. Roth contributions to make tax-smart choices for 2025, tailored to your income and future tax expectations.
• Identify year-end actions to ensure your plan aligns with your needs, from rollovers to Social Security planning, with expert guidance from our panel.

Kevin Delaney leverages his extensive expertise to provide tailored, client-focused retirement planning and wealth management solutions, as Vice President of Business Development and Relationship Manager at Retirement Solution Group. With extensive experience in investment options, tax planning, and risk management, along with key industry certifications and licenses, he empowers individuals to navigate retirement with confidence. His consultative approach ensures clients receive personalized strategies that align with their unique financial goals, fostering trust and long-term financial security.

Christie Cheng, a skilled financial professional at Retirement Solution Group, specializes in employee education, delivering dynamic workshops and personalized guidance on retirement planning topics like 401(k) rollovers, Social Security optimization, and tax-efficient strategies. Her client-focused expertise empowers employees and pre-retirees to confidently craft personalized paths to long-term financial security.

Judy Gutierrez is an RSG client’s first line of contact, and one of our leading educators, hosting webinars for both small businesses and their employees. She works closely with internal and external partners to make sure her clients’ retirement plan is best suited for their company needs. Judy can assist with any plan questions and participant education for English and Spanish participants.